Focus Financial
Focus Financial (CRD# 116140) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,385,968,542 in 25,365 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management5,386MILLION
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Total Number of Accounts25,365ACCOUNTS
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Average Account Value$212,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Brian Wagener (CRD# 7026106) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 4 years of experience in the finance industry.
Joshua Winter (CRD# 7368569) is an Investment Advisor Representative working at Focus Financial in Wausau, WI and has over 2 years of experience in the finance industry.